Principal Financial Group
MAX icon

Principal Financial Group’s MediaAlpha MAX Stock Holding History

Principal Financial Group’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Buy
148,845
+11,232
+8% +$106K ﹤0.01% 1859
2026
Q1 		$1.28M Buy
137,613
+102,210
+289% +$1.01M ﹤0.01% 1890
2025
Q4 		$458K Buy
35,403
+10,687
+43% +$131K ﹤0.01% 2053
2025
Q3 		$281K Buy
+24,716
New +$273K ﹤0.01% 2129

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

Principal Financial Group's MAX Position: Q2 2026 in Review

Principal Financial Group increased its MediaAlpha (MAX) stake by 8.2% in Q2 2026, buying an estimated $106K and bringing the position to 148,845 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Principal Financial Group first reported a position in MAX in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Principal Financial Group held 148,845 shares of MediaAlpha worth $1.87M as of Q2 2026.
  • Principal Financial Group bought 11,232 MediaAlpha shares in Q2 2026, an estimated $106K.
  • MediaAlpha made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1859 holding.
  • Principal Financial Group first reported a position in MediaAlpha in Q3 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.